UCFA

United Capital Financial Advisors Portfolio holdings

AUM $13.9B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.82B
AUM Growth
+$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,335
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$33.5M
3
+$32.3M
4
IYH icon
iShares US Healthcare ETF
IYH
+$25.7M
5
IYF icon
iShares US Financials ETF
IYF
+$20.5M

Top Sells

1
+$358M
2
+$42.8M
3
+$31.2M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$21.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$15.4M

Sector Composition

1 Industrials 7.48%
2 Technology 6.02%
3 Healthcare 5.92%
4 Financials 4.35%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$279K ﹤0.01%
+16,433
1052
$277K ﹤0.01%
7,928
-196
1053
$274K ﹤0.01%
2,770
+292
1054
$273K ﹤0.01%
24,860
+541
1055
$273K ﹤0.01%
+5,563
1056
$271K ﹤0.01%
+9,024
1057
$270K ﹤0.01%
8,724
+1,653
1058
$270K ﹤0.01%
+2,551
1059
$270K ﹤0.01%
5,635
+62
1060
$270K ﹤0.01%
17,967
-55
1061
$268K ﹤0.01%
5,000
-39,584
1062
$268K ﹤0.01%
2,161
-34
1063
$268K ﹤0.01%
5,585
+230
1064
$267K ﹤0.01%
22,244
-7,800
1065
$267K ﹤0.01%
17,794
-1,458
1066
$265K ﹤0.01%
+8,994
1067
$265K ﹤0.01%
4,737
+276
1068
$264K ﹤0.01%
13,912
+3,342
1069
$263K ﹤0.01%
7,292
1070
$262K ﹤0.01%
2,183
1071
$262K ﹤0.01%
7,271
-496
1072
$261K ﹤0.01%
+17,433
1073
$261K ﹤0.01%
2,313
+147
1074
$261K ﹤0.01%
+5,545
1075
$261K ﹤0.01%
+15,363
41 42
43
44 45